Folder structure and requirements
The folder structure in Clio Drive consists of the contact name (company or client), followed by matters, including any pending or closed matters. This structure is inherited from your Clio Manage contacts and matters and is a fixed structure based on your selected Clio Drive settings for sorting and grouping your folders. Therefore, the contact and matter folders inherited from Clio Manage cannot be moved, renamed, or sent to trash via Clio Drive. However, any subfolders you create within a contact or matter folder in Clio Drive can be moved, renamed, or deleted (sent to trash). Similarly, any subfolder created in the Documents tab of a contact or matter in Clio Manage can be moved, edited, or deleted (sent to trash) from Clio Manage. Any change made to a subfolder in Clio Manage or Clio Drive will sync to the other.
Note: If contact and matter names in Clio Manage have special characters, the special characters may appear as square boxes in Clio Drive if you are using a Windows OS. This happens because Windows does not allow the following characters in file and folder names: / : * ? ” < >